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Friday August 17, 2018
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Industry News
Low investor awareness of CRM2 a challenge for firms and advisors
Edward Jones tops J.D. Power investor satisfaction ranking for sixth consecutive year
August 16, 2018

Industry News
Research project seeks to enhance investment product disclosure
IFIC partners with BEworks to examine investment cost and performance statements
August 16, 2018

Research and Markets
S&P completes review of Canadian bank resolution regime
Ratings and outlooks on systemically important banks unchanged
August 16, 2018

Industry News
Wealthsimple to launch zero-commission stock trading service
August 16, 2018

Products
Unitholders approve changes to SEI Canada funds
August 16, 2018

Industry News
SALT Associates joins LOGiQ3 family
August 16, 2018

Products
Franklin Templeton expands target date lineup
August 16, 2018

From the Regulators
ASC panel denies order against short seller Cohodes
August 16, 2018

Research and Markets
Australian bank arranges bond issue solely using blockchain
August 16, 2018

From the Regulators
FSB launches review of legal entity identifiers implementation progress
August 16, 2018

Client Communications
Casual Friday: Should you discuss politics with clients?
The rules of etiquette say no. But if a client brings up political issues, steer the conversation toward finance

Appointment Notices
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